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Timothy Watters was recently quoted in an article for Financial Advisor Magazine. Check it out: https://www.fa-mag.com/news/a-critical-choice-45538.html

What are the three stages in your financial life? The first stage is preparing for life’s uncertainties.

Watters Financial Services was recently profiled in the NAPFA Advisor Magazine: https://www.napfaadvisor-digital.com/napfm/0519_may_2019/MobilePagedArti....

What are required minimum distributions and how are they determined?

How long do you think you will live? Your answer will have major implications regarding Social Security benefits, when you retire and your portfolio withdrawal strategies during retirement. According to the JP Morgan Guide to Retirement, choosing to take your Social Security benefits at age 70 instead of age 62 can give you a 54% higher benefit (assuming you were born in 1960 or later).

In this article, the topic of succession planning for Investment Advisory firms is discussed. Much of what is discussed can also translate to succession planning for other types of businesses as well. The bottom line is that hoping for the best is not a good substitute for good long range planning: https://www.fa-mag.com/news/how-to-succeed-in-succession-42414.html?issu...

In this article, the topic of succession planning for Investment Advisory firms is discussed. Much of what is discussed can also translate to succession planning for other types of businesses as well. The bottom line is that hoping for the best is not a good substitute for good long range planning: https://www.fa-mag.com/news/how-to-succeed-in-succession-42414.html?issu...

At Watters Financial Services, LLC, one of the areas we specialize in is Fee-Only Wealth Management and Financial Planning for LGBTQ couples. 20 percent of the families we work with are members of the LGBTQ community. We have been working with clients in the LGBTQ community for over 20 years.

How to Save Money, When Saving Seems Impossible

Nearly every day, we’re told that saving is the key to financial success. But for many, living paycheck to paycheck isn’t just unavoidable but a reality faced every month. Yet, there is hope, and there are many easy to use tools to help you make your financial goals a reality.